195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

Frank Spezzano, CLU, ChFC, MSFS, CBEC®

Frank Spezzanofrank-spezzano-irus-logo
 
Contact Information:
Irus
(215) 423-7400
fspezzano@irus.com
923 Marlborough St
Philadelphia, PA 19125

 

Frank Spezzano, CLU, ChFC, MSFS, AEP, CBEC® is the sole owner/President of IRUS Advisory Corporation, in Philadelphia, PA.  He is also registered with The Leaders Group, Inc., a broker/dealer with 1000 exclusive representatives nationwide, as well as a member of Legacy, Boston and Pinnacle Equity Solutions.

Frank has over 38 years experience in the insurance, benefits and financial services industry and is committed to understanding each clients vision and goals.   This understanding and relationship building allows for highly personalized strategies and tactics to enhance all aspects of the clients business and personal lifecycles and recognizes their unique vision and needs, whether it be life stage, financial or tax planning,, retirement, estate and legacy planning, portfolio allocation and risk management, executive compensation strategies, or  succession and exit strategies

Frank has been an invited panel speaker and sole speaker on the subjects of Business Succession, Executive Compensation and Benefits, Estate Planning and Estate Tax.

“FINANCIAL CONCIERGE”
Providing personalized strategies and tactics to enhance all aspects of your business and personal lifecycles:

  • Life Stage Planning
  • Financial and Tax Planning
  • Retirement Planning
  • Estate and Legacy Planning
  • Portfolio Allocation and Asset Risk Assessment
  • Executive Compensation Strategies
  • Owner and Key Executive Plans
  • Merger and Acquisition Analysis/Implementation
  • Succession and Exit Strategies

> Negotiated oil and gas lease resulting in a $135,000 tax savings and an increase in the initial lease payment of $175,000 to benefit the owner.

>Developed, Coordinated and Maintained strategic plans for multigenerational family enterprise to allow for continuity and legacy planning, increased communication strategies, tax benefits, finance options and creation of various holding entities to minimize risk and enhance governance.

>Coordinated the strategic and legal team to implement a $33M buyout of privately held company to a publicly traded entity

>Orchestrated and implemented a management buyout of a $20M organization.

>Assisted the North America headquarters of a major European Corporation to understand and consolidate the benefits of their various North American locations and continue to advise them, particularly in regard to their retirement plans.

>Coordinated and facilitated the processing of a major construction loan for a new commercial building in the City of Philadelphia, working with the borrowers, lenders, attorneys, insurance vendors, and general contractor, to assist and advise with the leasing negotiations, as well as commercial renter clients, on an ongoing basis.

Securities offered through The Leaders Group. Member FINRA & SIPC. Investment Advisory Services offered through IRUS Advisory. The Leaders Group is not affiliated with IRUS Corporation or IRUS Advisory. IRUS Advisory offers securities in the following states: PA and NJ.